401(K) Plan For Ees Of Utilities & Industries Mgt. Corp. & Affiliates — Form 5500 plan (Utilities & Industries Management Corp.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 401(K) Plan For Ees Of Utilities & Industries Mgt. Corp. & Affiliates is a benefit plan reported by Utilities & Industries Management Corp. under EIN 13-1789034 and plan number 004. The latest loaded filing year is 2023. The filing reports 227 participants and $15,399,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utilities & Industries Management Corp.
- EIN
- 13-1789034
- Plan number
- 004
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $15,399,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241014075454NAL0043800480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,399,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,399,809
- Net assets (BOY)
- $12,616,540
Income & contributions
- Employer contributions
- $506,447
- Participant contributions
- $556,744
- Total contributions
- $1,554,202
- Total income / additions
- $3,503,642
Expenses & distributions
- Benefits paid
- $657,420
- Administrative expenses
- $52,590
- Total expenses
- $720,373
- Net increase / (decrease)
- $2,783,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $52,295 | $0 | 2023 |
| Leumi Investment Services Inc | INVESTMENT ADVISORY | $0 | $23,375 | 2023 |
| Ppc, Inc. | CONTRACT ADMINISTRATOR | $250 | $6,313 | 2023 |
| Morningstar Investment Management | INVEST ADVICE TO PARTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utilities & Industries Management Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Principal Life Insurance Co — Schedule C compensation
- Leumi Investment Services Inc — Schedule C compensation
- Ppc, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation